--- title: "Connect CATS to Lunch Money - APIANT.ai" description: "When \"Candidate Updated\" fires in CATS, your agent runs \"Create a Manual Account\" in Lunch Money." canonical: "https://apiant.ai/connect/cats-to-lunch-money" --- # Connect CATS to Lunch Money When **Candidate Updated** fires in [CATS](https://apiant.ai/connections/cats), your agent runs **Create a Manual Account** in [Lunch Money](https://apiant.ai/connections/lunch-money). Describe the whole flow and it is built, tested on every scenario and kept running. CATS **14** triggers CATS **22** actions Lunch Money **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CATS and Lunch Money to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What CATS can start in Lunch Money - When **Candidate Updated** in CATS then **Create a Manual Account** in Lunch Money - When **Company Status Changed** in CATS then **Create a New Category or Category Group** in Lunch Money Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with CATS and Lunch Money ## Triggers and actions 14 triggers · 44 actions - Trigger **Candidate Updated** Triggers when a candidate is updated in CATS. - Trigger **Company Status Changed** Triggers when a company's status is changed in CATS. - Trigger **Company Updated** Triggers when a company is updated in CATS. - Trigger **Contact Status Changed** Triggers when a contact's status changes in CATS. - Trigger **Contact Updated** Triggers when a contact is updated in CATS. - Trigger **Custom Trigger** Triggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user). - Trigger **Job Status Changed** Triggers when a job's status changes in CATS, returning the job with its previous and new status ids. - Trigger **New Activity** Triggers when a new activity (call, email, meeting, note) is logged in CATS. - Trigger **New Candidate** Triggers when a new candidate is created in CATS. - Trigger **New Company** Triggers when a new company is created in CATS. - Trigger **New Contact** Triggers when a new contact is created in CATS. - Trigger **New Job** Triggers when a new job order is created in CATS. - Trigger **New Pipeline** Triggers when a candidate is added to a job's pipeline in CATS. - Trigger **Pipeline Updated** Triggers when a pipeline (a candidate's placement on a job) is updated in CATS. - Action **Add Candidate to Pipeline** Adds a candidate to a job's pipeline in CATS and returns the new pipeline record's id. - Action **Change Company Status** Changes the status of a company in CATS, optionally choosing which status-change triggers fire. - Action **Change Contact Status** Changes the status of a contact in CATS, optionally choosing which status triggers fire. - Action **Change Job Status** Changes the status of a job in CATS, optionally choosing which status triggers fire. - Action **Create a Candidate** Creates a new candidate record in CATS with contact details, address, pay, skills and custom field values. - Action **Create a Company** Creates a new company record in CATS and returns its ID. - Action **Create a Contact** Creates a contact in CATS linked to a company and owner, and returns the new contact's ID. - Action **Create a Job** Creates a new job order in CATS and returns its ID. - Action **Create a Task** Creates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user. - Action **Find a Candidate** Searches CATS candidates by a keyword such as a name or email and returns the matching candidate records. - Action **Find a Company** Searches CATS companies by text and returns the matching companies. - Action **Find a Contact** Searches CATS contacts by text and returns the matching contacts. - Action **Find a Job** Searches CATS jobs by text and returns the matching jobs. - Action **Find a User** Finds CATS users whose email, username or name matches the search term. - Action **Get Activity** Returns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against. - Action **Get Pipeline** Returns a single pipeline — a candidate's placement on a job — including its status, workflow and rating. - Action **Get Task** Returns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns. - Action **Log Candidate Activity** Logs an activity (call, email, meeting or other) against a candidate in CATS. - Action **Update Candidate** Updates an existing candidate in CATS, including name, contact details, pay, availability and custom field values. - Action **Update Company** Updates an existing company in CATS, including its name, owner, contact details, address and custom field values. - Action **Update Contact** Updates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values. - Action **Update Pipeline** Updates the rating of a candidate's pipeline record on a job in CATS. - Action **Create a Manual Account** Creates a new manually-managed account in Lunch Money. - Action **Create a New Category or Category Group** Creates a new category with the given name. If the is_group attribute is set to true, a category group is created. In this case, up to three child categories may be added to the newly-created category group. - Action **Create a New Tag** Creates a new tag in your Lunch Money budget. - Action **Create a New Transaction** Creates a new transaction with the given details. Amount, and Date are required. Other attributes may also be provided. - Action **Delete a Category or Category Group** Deletes a category. By default this will fail if the category has dependencies such as existing transactions or child categories. Set force to true to delete the category even if it has dependencies. - Action **Delete a Manual Account** Deletes a single manual account in Lunch Money, optionally along with its transactions, rules, recurring items and balance history. - Action **Delete a Tag** Deletes a tag. By default this will fail if the tag has dependencies such as existing transactions or rules. Set force to true to delete the tag even if it has dependencies. - Action **Delete a Transaction** Deletes the transaction with the specified ID. Will fail if the transaction is grouped or split. - Action **Get All Categories** Retrieve all categories and category groups in the Lunch Money account. - Action **Get All Manual Accounts** Retrieve a list of all manually-managed accounts associated with the user's account. - Action **Get All Tags** Retrieves every tag in the Lunch Money account. - Action **Get All Transactions** Retrieve a list of all transactions associated with a user's account. If called with no parameters, this endpoint will return the most recent transactions up to limit number of transactions. - Action **Get a Single Category** Retrieves one category or category group by its ID. For a group, its categories are returned under children. - Action **Get a Single Manual Account** Retrieves the details of the manually-managed account with the specified ID. - Action **Get a Single Tag** Retrieves the details of a single tag by its ID. - Action **Get a Single Transaction** Retrieves the details of the transaction with the specified ID. - Action **Get Current User** Returns the Lunch Money user and budget associated with the connected account's access token. - Action **Get Summary** Retrieves a summary of the budget for a date range: each category's budget configuration and activity, plus optional overall totals, per-period occurrences and the rollover pool. - Action **Update an Existing Category or Category Group** Modifies the properties of an existing category or category group in Lunch Money. Only the fields you fill in are changed. A category cannot be converted into a group or vice versa. - Action **Update an Existing Manual Account** Modifies the properties of an existing manual account in Lunch Money. Only the fields you fill in are changed. - Action **Update an Existing Tag** Updates an existing tag in Lunch Money. Only the properties you fill in are changed. - Action **Update an Existing Transaction** Modifies the properties of an existing transaction. Only the fields you fill in are changed. ## Each app on its own - [ **CATS** CATS is an applicant tracking system. Manage the entire tracking process from posting jobs to leading job...](https://apiant.ai/connections/cats) - [ **Lunch Money** Lunch Money is a personal finance app to track, organize, and analyze your money in one place.](https://apiant.ai/connections/lunch-money) Reviews ## What our customers say ## More from CATS - [ **CATS to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cats-to-hubspot) - [ **CATS to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cats-to-salesforce) - [ **CATS to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cats-to-slack) - [ **CATS to Google Sheets** Google Sheets](https://apiant.ai/connect/cats-to-google-sheets) - [ **CATS to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cats-to-gmail) - [ **CATS to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cats-to-google-calendar) ## More into Lunch Money - [ **HubSpot to Lunch Money** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lunch-money) - [ **Salesforce to Lunch Money** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lunch-money) - [ **Slack to Lunch Money** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lunch-money) - [ **Google Sheets to Lunch Money** Google Sheets](https://apiant.ai/connect/google-sheets-to-lunch-money) - [ **Gmail to Lunch Money** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lunch-money) - [ **Google Calendar to Lunch Money** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lunch-money) Questions ## CATS and Lunch Money, answered ### ### What can start an automation from CATS? Any of CATS's 14 triggers in the catalog, including Candidate Updated, Company Status Changed, Company Updated and Contact Status Changed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Lunch Money when something happens in CATS? Any of Lunch Money's 22 actions, including Create a Manual Account, Create a New Category or Category Group, Create a New Tag and Create a New Transaction. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lunch Money to CATS? Lunch Money has no triggers in the catalog today, so automations start in CATS. If you need the other direction, ask: your agent reads Lunch Money's API documentation and adds it. ### ### Do I have to build a connector for CATS or Lunch Money? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use CATS and Lunch Money without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.